Julie K. Elbert

    20+ Years of Service

    Julie joined Erpelding, Voigt & Co., L.L.P. in 1994 as a member of the support staff. She took a leave from the firm in 1997 to have twins, and she returned in 2004.

    Julie is currently in charge of overseeing the administrative side of the firm’s Asset Management/Investment Programs. This includes filling out applications, keeping track of new and existing accounts, coordinating schedules for all appointments, processing contributions, making transfers, and printing various tax-related reports when needed. She also does numerous administrative duties which include processing tax returns and financial statements, making appointments, and ordering supplies for the firm. She is on the Firm Systems and Procedures Committee where they develop best practices and procedures within the firm.

    Julie is married and has 3 children. She is a member of Trinity Lutheran Church, and she volunteers at various community events. In her spare time, she enjoys spending time with her family & friends, walking, and motorcycling.